Taneesha Thomas

Sales & Financial Ops | Strategic Management Certified (IIM-K) | Quote-to-Cash Expert | Salesforce CRM | SAP 4 HANA

Role
Senior Financial Operations Specialist at UiPath
Location
Bengaluru, KA, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Taneesha Thomas

Sales and Financial Operations professional with 10+ years of experience driving revenue growth and operational excellence. Skilled in Salesforce CRM, NetSuite, quote-to-cash processes, invoicing, and contract lifecycle management.Completed the Professional Certificate Programme in Strategic Management from IIM Kozhikode, with expertise in business strategy, market analysis, leadership, and capstone business simulations.Passionate about streamlining operations, enabling sales success, and aligning execution with strategic business goals.

Experience

  1. Senior Financial Operations Specialist

    UiPath

    Aug 2022 — Present · Bengaluru, IN

    Deliver accurate and timely invoices and credit notes to customers, ensuring 100% compliance with contract terms.Identify and resolve discrepancies in customer agreements before billing, maintaining ERP system integrity.Research and troubleshoot client billing issues, improving billing accuracy and client satisfaction.Validate customer agreements for billing clauses; ensure accurate reporting and invoice collection.Support Sales teams by preparing billing insights, quotations, and pro-rated calculations for tenders and negotiations.Collaborate cross-functionally to meet contractual and operational KPIs, consistently achieving SLA targets.Recommend and implement process improvements, enhancing billing accuracy and operational efficiency.

Education

  • Christ University, Bangalore, India

    Master's Degree, Financial Management

    2012 — 2014

  • Peevees Public School, Nilambur

    10th Grade

    1996 — 2006

  • IIMK MDP (Management Development Programme) -Indian Institute of Management Kozhikode

    Professional Certificate Programme in STRATEGIC MANAGEMENT, Strategic Management

  • Avila Convent HSS, Coimbatore, Tamil Nadu

    High School, Business/Commerce, General

    2007 — 2009

  • PSG College of Arts and Science

    Bachelor's Degree, Business/Commerce, General

    2009 — 2012

Skills

  • Crm
  • Sales Operations
  • Customer Service
  • Marketing
  • Microsoft Excel
  • Powerpoint
  • Management
  • Sap
  • Pre-Sales
  • Vendor Management
  • Salesforce.com
  • Teamwork
  • Banking
  • Team Management
  • Market Research
  • Managerial Finance
  • Business Strategy
  • Microsoft Office
  • Microsoft Word

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Taneesha Thomas — Senior Financial Operations Specialist at UiPath in Bengaluru, KA, IN | Unifers